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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 154.12

-3.3%

3:59 PM EST

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To: slacker711 who wrote (349)	7/29/1999 7:24:00 PM
From: Bux	Read Replies (1) of 13582

slacker711, You imply that QCOM could not effectively compete if W-CDMA (whatever it turns out to be) is marketed by ERICY. It is my understanding that the technical specifications for any widely deployed wireless standard will be published allowing open competition. It is the opinion of many engineers that QCOM's IPR is not likely to be bypassed in any mobile CDMA standard that is competitive. In other words, even if ERICY markets a W-CDMA, QCOM will still collect the same size royalties from each device manufactured by anyone and QCOM could choose to manufacture W-CDMA devices also. If ERICY incorporates their IPR in a new standard, and chooses to collect royalties from it (on top of the QCOM royalties), the standard would be at a further competitive disadvantage. The new standard would need to be significantly better to attract customers. However unlikely this is, QCOM should still be well positioned to compete and even if they choose not to make devices for that standard they would still collect the usual royalties from each device. Bux

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